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Order to Cash Free Template

With Pipefy’s Order to Cash customizable template, centralize orders in one place, automate communication with stakeholders and the sending of proposals, signatures and other documents, and easily integrate your workflow with your toolset.

Turn orders into quotes that close

Ensure sales representatives get product, pricing and quotation details in one place, without having to toggle between dozens of emails, spreadsheets or different systems to find the correct information.

With Pipefy’s Order to Cash template, easily create, customize and send proposals with just a few clicks, and communicate with stakeholders directly from an intuitive kanban board.

Seamlessly connect Pipefy with other software or tools, reduce manual data entry by automating demands and streamline your order to cash workflow – all with full visibility over deliverables, assignees and metrics.

All you need to win new business

Execute smarter, close faster

Automate document signing and communication with clients, and gain time to close faster.

Exchange data seamlessly

Link Pipefy to your business PSA, CRM, e-signing or accounting solutions and ensure reliable data usage at all times.

Build quotes that engage

Easily customize proposals and closings and engage your opportunities with outstanding PDFs.

Collect intakes in one place

Through customizable forms and service portals, make it easier for customers to submit new orders in one place. Build intuitive forms with as many field types as you like, and simply share them through a unique link.

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Allow customers to track their orders through a request tracking portal, which Pipefy updates automatically, and communicate efficiently with stakeholders without having to come back and forth between dozens of emails or chat messages.

You can easily connect Pipefy to your current CRM, PSA system or any software to generate demands automatically and receive all data into your Order to Cash workflow.

Standardize and automate your workflow

Centralize quotes and documents in one place, ensuring visibility and clearance over your team’s execution – from due dates, priorities, assignees and pending signatures to approvals, for example.

Create PDF and email templates with dynamic content from your workflow, such as table fees, signatures, or pricing details, and automate its sending to save your team’s time. Communicate better with customers, and easily keep them in the loop of the entire negotiation.

Connect your Order to Quote workflow to e-signing solutions like DocuSign, for instance, and automate document exchange without leaving a single screen: by integrating Pipefy to other software, data usage is simple as ever.

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The metrics you want at your fingertips

Extract reliable metrics and indicators from your Other to Cash workflow and make better decisions through insightful data reports. With customizable Dashboards, easily spot the opportunities and bottlenecks to resolve deal-breaking questions.

Measure quote-time, individual performance and other key indicators, and hit the ground running with the right numbers in hand.

Adapt this template for your needs and hit the ground running

Fast and simple to deploy

Get started with your process in minutes with this easy-to-use template.


Customize your unique needs without help from the IT department.

Wide app integrations

Connect your ERP, HRIS, CRM, and other existing tools with Pipefy to build a truly integrated operation.

Connect Pipefy to your favorite software with ease

Teams across the globe love Pipefy

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Since we implemented Pipefy, we have been able to control and automate many processes, from operational and simple processes, such as task management, to business processes, such as executive search professionals (a type of service we provide). Our efficiency increased between 30 and 40% after Pipefy’s implementation.

Uelinton Santos COO

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